Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Mutual Fund — Investor Presentation (March 2026)
44 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, March 2026
Slide 1: Poised for Upside: Introducing Motilal Oswal Business Cycle Fund
Poised for Upside Introducing Motilal Oswal Business Cycle Fund Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 2: Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 3: Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 4: Understanding Business Cycle
Understanding Business Cycle Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 5: Phases of Business Cycle
Phases of Business Cycle Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 6: Investor's behavior during Business Cycle
Investor’s behavior during Business Cycle Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 7: Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 8: Every sector goes through its own cycle
Every sector goes through its own cycle Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 9: Sector rotation is an alpha opportunity
Sector rotation is an alpha opportunity Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 10: Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 11: India: Vicious to virtuous cycle
India: Vicious to virtuous cycle Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 12: Movement of India's economic cycle
Movement of India’s economic cycle Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 13: Peak phase: 2004-07
Peak phase: 2004-07 Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 14: Slowdown phase: 2009-12
Slowdown phase: 2009-12 Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 15: Trough phase: 2013-20
Trough phase: 2013-20 Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 16: Expansion phase: 2021-24
Expansion phase: 2021-24 Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 17: Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 18: Spotting the Right sectors during a Business Cycle
Spotting the Right sectors during a Business Cycle Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 19: Sunrise sectors potentially driving India to $10 tn economy
Sunrise sectors potentially driving India to $10 tn economy Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 20: Growth Oriented Themes which could be potential leaders of the cycle
Growth Oriented Themes which could be potential leaders of the cycle Tech & Tech Healthcare China + 1 Make in India Financialisation Urbanization Telecom Services Ecosystem High AUM Growth New Age Equipment and Chemicals Auto + EV Retail Focused Leisure & Luxury Hospitals Consumer Tech Infra Lenders
Slide 21: Unique High Conviction Business Cycle Portfolio
Unique High Conviction Business Cycle Portfolio Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 22: High Quality & High Growth Focused House
High Quality & High Growth Focused House Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 23: Risk Management Framework for Sustainability
Risk Management Framework for Sustainability • Body Text Source: MOAMC Internal. Past Performance may or may not be sustained in the future. The above data/graph is used to explain the concept and is for illustration purpose only and should not be used for development or implementation of an investm
Slide 24: Portfolio Update – Motilal Oswal Business Cycle Fund
Portfolio Update – Motilal Oswal Business Cycle Fund Banks 18.2% Market Cap - Bands % Retailing 7.4% HDFC Bank 6.2% >= 1Lakh Cr 34.5% Eternal 7.4% ICICI Bank 5.3% >= 75K Crs 12.6% Chemicals & Petrochemicals 5.5% Kotak Mahindra Bank 2.5% >= 50K Crs 19.5% Ellenbarrie Industrial Gases 4.0% AU Small Fin
Slide 25: Scheme Performance Mutual Funds
SCHEME PERFORMANCE MUTUAL FUNDS 1 Year Since Inception Point to Point Returns (%) (%) Rs. 10,000 (%) Rs. 10,000 Motilal Oswal Business Cycle Fund – Reg (G) 2.10 10,210 6.34 10,969 Nifty 500 TRI 17.68 11,762 -0.40 9,940 Nifty 50 TRI (Additional Index) 15.12 11,507 1.44 10,217 1 Year Since Inception P
Slide 26: Oversight By Mentors
Oversight By Mentors Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 27: Fund managers and performance of other schemes
Think Equity. Think For Motilal Oswal. performance of other schemes managed, please refer the Annexure: https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/a1fc1-annexure-feb-26_.pdf www.motilaloswalmf.com
Slide 28: Fund managers and performance of other schemes
For performance of other schemes managed, please refer the Annexure: https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/3acb6-mf-annexure-october-2025.pdf Think Equity. Think For Motilal Oswal. performance of other schemes managed, please refer the Annexure: https://www.motilaloswalmf.com/C
Slide 29: Fund Facts
Fund Facts Entry: Nil Exit: 1% - if redeemed on or before 365 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charge
Slide 30: Product labelling
Product labelling Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 31: Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 32: Actual earnings deviation from estimates is an Alpha Opportunity
Actual earnings deviation from estimates is an Alpha Opportunity Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 33: Make in India upcycle: Growth Pillared by Array of Reforms
Make in India upcycle: Growth Pillared by Array of Reforms Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 34: Make in India upcycle: Focus on Manufacturing
Make in India upcycle: Focus on Manufacturing Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 35: Make in India upcycle: Focus on Manufacturing
Make in India upcycle: Focus on Manufacturing Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 36: Telecom upcycle: Focus on Profitability
Telecom upcycle: Focus on Profitability Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 37: Consumption upcycle: India's aspirational consumption pattern
Consumption upcycle: India’s aspirational consumption pattern Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 38: Consumption upcycle: Focus on Premiumization
Consumption upcycle: Focus on Premiumization Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 39: Power upcycle- Opportunities in generation & full spectrum ecosystem
Power upcycle- Opportunities in generation & full spectrum ecosystem Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 40: Financialization upcycle: Focus on Activation
Financialization upcycle: Focus on Activation Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 41: Healthcare upcycle: Focus on Spends
Healthcare upcycle: Focus on Spends Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 42: Electronics Manufacturing upcycle – From Dreams to Devices
Electronics Manufacturing upcycle – From Dreams to Devices Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 43: Disclaimer
Disclaimer Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 44: Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Motilal Oswal Mutual Fund — Investor Presentation (March 2026) on 6ix